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ALLEN WEALTH ADVISORS
ALLEN WEALTH ADVISORS, LLC
CRD 310105
6110 COLLEYVILLE BLVD, STE106, COLLEYVILLE, TX, 76034, United States
Phone
817-500-0014
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$37.3M
Discretionary AUM
$37.3M
Team
3 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-11-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $4.9M |
| High net worth individuals | 13 | $32.4M |
All web addresses on file
Official SEC filing: View on IAPD